Gary Dickerson, president and chief executive officer of Applied Materials Inc., said in an interview with CNBC that in the near future, around the next generation of artificial intelligence (AI) framework, There is a biggest competition in our time.
In an interview with Jim Cramer, the host of CNBC's famous show Mad Money, Dickson said that the upgrade of the operating system and the new round of mobile phone iteration may determine today's technology cycle, but mainly The focus will soon shift to competition in the AI ​​space.
The CEO said: "In the future, transportation, healthcare, entertainment and other areas will change in an amazing way, and create trillions of dollars in economic value. Therefore, you will witness a situation around the leadership of the AI ​​architecture. Competition, this may be the biggest competition in our time."
Applied Materials is a semiconductor materials manufacturer whose customers include NVIDIA and others. Dixon believes that the company will be at the forefront of AI development.
"The materials that bring functionality and performance to the chip are provided by Applied Materials," he said. "So, in this war against AI architecture leadership, the company will win no matter who wins in the end."
Many of Dixon's views are contrary to the generally accepted view that the semiconductor industry is affected by the boom and bust cycle and is highly dependent on supply and demand.
The CEO said that in the past seven years, the volatility of the entire semiconductor industry has declined, and the "war" for the leadership in the mobile field has increased the demand for top-level chips.
Dixon said: "Artificial intelligence and big data are very similar to oil. But oil is of no value unless you process it and use it in equipment such as cars. The same is true for data. You must have high-performance calculations to convert data into Something of value. Many people say that this is the biggest turning point that our generation will encounter."
Although the ups and downs may bring dangerous signals to some investors, Dixon predicts that the semiconductor industry will not “crash†soon, given that new technologies are bound to generate large amounts of data.
He said: "Many large companies have their own model of 'where the future data is generated.' For a smart city, it has a variety of different data sources, and these models show that people only produce 1% of the data themselves. Therefore, the nonlinear changes we have witnessed are very complicated for all of us. We have a long-lasting memory of the past, but it is difficult to deduce the trend of future nonlinear changes."
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